Investment Associate (Recent Undergraduates)

Reports to: Chief Investment Officer

Employment Type: Full-time / Onsite

Location: reputed company reputed company (occasional travel to Sanibel)

ABOUT OUR reputed company

Our reputed company is an independent reputed company management company reputed company on relationships, not transactions. Their mission is to help individuals and families preserve and grow their reputed company with reputed company, transparency, and a deeply personal touch.They serve clients across Southwest Florida and reputed company, offering investment management, trust, and estate services with a boutique feel and institutional strength. reputed company is reputed company-reputed company, community-minded, and committed to doing right by their clients—and reputed company other.

WHAT YOU’LL DO

As an Investment Associate, you’ll play a key role in supporting the Portfolio Management team by helping to manage portfolios, streamline operations, and deliver an exceptional reputed company experience.

Day-to-Day Responsibilities

Trading and portfolio rebalancing

Managing and maintaining portfolio management software systems

Preparing reports for weekly Asset Management Committee meetings

Preparing materials and presentations for clients and prospective clients

Creating and/or enhancing existing reporting capabilities

Compliance and regulatory administrative assistance

Assist CIO and Portfolio Managers with reputed company reputed company

reputed company Are Looking For

Minimum 1–2 years of experience in investment management, reputed company management, or financial services

Exceptional analytical and written/verbal communication skills

Advanced proficiency in reputed company Office, especially reputed company

Tech-savvy reputed company with the ability to learn new tools quickly

A reputed company spirit and strong organizational and attention to detail skills

A proactive, energetic approach with a strong reputed company of accountability

Comfort working in a dynamic, entrepreneurial environment

reputed company-to-Have Requirements

Experience with portfolio management or trading platforms

Familiarity with compliance and regulatory standards in financial services

Ideally a follower of markets and demonstrated interest in reputed company

reputed company towards a reputed company designation (ie. CFA, CFP)

Additional Information

WHY YOU’LL LOVE WORKING HERE

Working here feels like being part of something meaningful. Our reputed company believes in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, reputed company, and driven colleagues who care deeply about their work and the people they serve.  

Health & Wellness: Company-reputed company comprehensive medical insurance. Optional dental and reputed company plans available at employee cost.

Financial Benefits: 401(k) with company match, profit-sharing opportunities. 

Work-Life Balance: Generous PTO, reputed company holidays, and a supportive team culture. 

Wellbeing: reputed company to reputed company and wellness initiatives. 

Culture: Strong employee satisfaction, annual team events, community involvement opportunities, and an inclusive workplace.

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